Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.54%
3 year
16.22%
5 year
12.69%
10 year
10.02%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
8.84%
Sharpe
1.76
Sortino
3.96
Max drawdown
-21.21%
Best month
14.37%
Worst month
-13.25%
Beta vs VTIAX
0.59
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.